Ashley Fernandes Client Service Officer | Living Financial Advice | Hurstville
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Ashley Fernandes

Client Services Officer

 

Bachelor of Accounting major in Taxation and Financial Planning

Get in touch
 

02 8355 6170

Email

How I help

 

The sooner you start making good money decisions the better long-term effect this will have. If you are going to work for a long period of your life to make money, you might as well learn how to use your money to get what you want in life.

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I enjoy learning new things, being part of such a supportive and encouraging team, and seeing how we can make a difference in people’s lives.

Do not save what is left after spending, but spend what is left after saving

Warren Buffett

I really relate to this quote and live by it in my daily life. I understand the importance in saving and the impact saving from an early age can have on my future. I feel it is important to not overspend so I can become financially stable and independent in the long term. By saving first and only spending what is left, it creates a level of financial discipline that is hard to achieve for many.

How does the role you play help clients

 

My clients feel understood and respected. Satisfied I’m there for them to assist with queries, concerns, and paperwork. I would like to think they feel I’m approachable so if they ever have any questions or concerns, they feel comfortable to reach out to me. I want everyone to have a positive experience.

Ashley Fernandes

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What I do day-to-day​

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I support financial advisers and clients implement their advice strategies.
 

  • Budgeting Sessions with clients

  • Creating Budgets

  • Assisting clients to lower expenses

  • Implementing advice recommendations

  • Records of Advice

  • Review Statement of Advice

  • Compliance Documents (e.g. Fact Find)

  • Contacting superannuation funds

  • Review meeting preparation

  • Application Forms (investment, superannuation/pension & Centrelink)

  • Annature (digital signatures & ID)

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Lyle Greig Financial Services Pty Ltd ABN 88 125 877 401, trading as Living Financial Advice, is an authorised representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange.

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The information on this website is provided for general information only, it is not advice or financial product advice and is provided for information only. It has been prepared without taking into account your particular financial needs, circumstances and objectives. You should consult your own financial adviser before making any investment decisions.
 

Living Financial Advice and Count does not guarantee the accuracy of any information in this website, including information provided by third parties. Information can change without notice and we will endeavour to update this website as soon as practicable after changes.

 

Taxation, accounting, and credit services are not provided under authorisation of Count Financial. Where you require these services, we will discuss referral options with you.

(c) Living Financial Advice

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